In-Basket Exercises

The Finance Assistant


The Finance Assistant


Participant Pack


Assessor Guide



The Participant assumes the role of the Finance Assistant covering maternity leave in the Finance Department of a small firm of solicitors, Hunter & Partners. For health reasons their predecessor has had to leave suddenly and so there has been no handover period. The Participant is required to deal with issues such as invoice coding, bank reconciliations, summarising the budget position to date, checking commission payments and invoices and completing journal transfers for the year end reconciliation. This exercise is suitable for Participants working in Finance Department at Trainee Accounts Clerk or Purchase Sales Ledger Clerk level.

  • Code: INB-TFA
  • Work environment: Alone
  • Category: In - Basket Exercises

Exercise Timings & Criteria

95 Mins
Administrator's Instructions:
5 mins
In - Basket:
75 mins
Participant Review:
15 mins
Competencies: Attention to Detail / Decisiveness / Initiative / Interpersonal Sensitivity / Numerical Analysis / Planning & Organising / Problem Analysis / Written Communication

Contact Us  

 Our Details
The Talent Group.
Olivedale, Johannesburg, 2188
(27) 82-855-8150
Robyn Stephenson